See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,083 | $160,055-66.2% | $140,016-61.4% | $135,375-60.0% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.5%-8.9pp | 82.6%-4.1pp |
| Annual return | 7.85% | 911.38%-903.5pp | 651.12%-643.3pp | 519.73%-511.9pp |
| Employer contribution / active EE | $2,719 | $6,420-57.6% | $5,606-51.5% | $4,779-43.1% |
| Participant deferral / active EE | $6,278 | $7,642-17.8% | $6,927-9.4% | $5,609+11.9% |
| Admin fee / account holder | $639 | $13,328-95.2% | $10,705-94.0% | $10,827-94.1% |